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Michels Family Financial’s Novartis NVS Stock Holding History

Michels Family Financial’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$510K Hold
3,342
– – 0.37% 85
2025
Q4 		$461K Sell
3,342
-36
-1% -$4.71K 0.34% 92
2025
Q3 		$433K Sell
3,378
-104
-3% -$12.7K 0.34% 95
2025
Q2 		$421K Hold
3,482
– – 0.36% 89
2025
Q1 		$388K Hold
3,482
– – 0.35% 94
2024
Q4 		$339K Buy
+3,482
New +$371K 0.31% 101

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Michels Family Financial's NVS Position: Q1 2026 in Review

Michels Family Financial held its Novartis (NVS) position steady in Q1 2026 at 3,342 shares worth $510K. The position accounts for 0.37% of the portfolio, ranked #85.

Michels Family Financial first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Michels Family Financial held 3,342 shares of Novartis worth $510K as of Q1 2026.
  • Michels Family Financial left its Novartis share count unchanged in Q1 2026.
  • Novartis made up 0.37% of Michels Family Financial's portfolio in Q1 2026, its #85 holding.
  • Michels Family Financial first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.